Results for: The Perpetual Wealth…

Schedule Appointment » Get a Policy That Works For You Shopping for a well-designed participating whole life insurance policy can be a time-consuming process. How do you know if the agent designing your policy knows how to include all the benefits and features you’ll want? At McFie Insurance, we make the process easy. We know …

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“If I was counseling an individual, and my purpose was to help that individual, the most important thing would be that you should save more.” Says Robert J. Shiller, an American economist, Nobel Peace prize winner, academic professor at Yale University, and best-selling author. Taking note from Professor Shiller, saving money is one of the …

Continue reading “Savings By Age: How Much Money Should I Have Saved?”

Winning Your Financial GAME – Financing Charts Access for eBook

If you aren’t familiar with Bank on Yourself, it’s one of many different philosophies like Infinite Banking, The Infinite Banking Concept, Private Family Banking, the 770 account and others. All of these philosophies and programs have a foundation in the general principle that a life insurance policy can be used to build savings and ultimately …

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How do you maximize growth in your policies (and outside your policies) with strategies like the Infinite Banking, Bank On Yourself or The Perpetual Wealth Code™? This can depend partly on how your policies are designed. If you have a policy that is “maxed out” under the Modified Endowment Contract rules you might not be …

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A recent caller with maxed out credit cards wants to retire in 5 years by investing in Real Estate.  Is it possible? Listen to this episode to hear the details. When first hearing about The Perpetual Wealth Code™ you might wonder if you need to do something else first. Do you need to SAVE first? …

Continue reading “When trying to get ahead can put you behind”

Recent questions reveal a natural perspective around using participating whole life insurance to build your wealth. Discover how policy loan interest works, what “backdating” means and what the “break-even” point means for you and your wallet. In the second half of the show, you’ll learn the power of the Perpetual Wealth Code™ and tips for …

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Welcome to the Learning Center Browse by Topic, Media Type or Search The Perpetual Wealth Code The Perpetual Wealth Code™ is a financial strategy based on time-tested principals and wisdom that you can apply to become a wise money manager and create more wealth. The 10-20-70 Rule is part of the Perpetual Wealth Code Strategy …

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Ken Fisher, Founder of Fisher Investments, wrote in USA Today on June 24, 2018, “You shouldn’t worry about Social Security running out of money because in the past this same fear has “prompted politicians to act and put in simple fixes.”[i]  Then he goes on to explain that raising taxes, or the minimum retirement age …

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Those that follow this blog already know our admiration of John (Jack) Bogle.  A personalized copy of his book, “Don’t Count On It” sits right beside my desk and is referenced nearly every week as we reach out to educate others about money management because it contains so many valuable insights. Besides, Jack has been …

Continue reading “ETF’s What Are They And Can You Depend On Them?”